Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Maximizing Your IRA Conversion

1 Jun 2024 · 0 min

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0:20

Craig Wear explains why spreading IRA-to-Roth conversions over several years beats doing one large conversion, even if it pushes you into higher tax brackets. High-income earners with big IRAs can save more in taxes by staging smaller conversions strategically.

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